Configuring Sign-in and Sign-out Checklists

*Admin Users Only*

A Checklist can be configured, so that every time a worker or visitor signs in or sign out of the HT Sign-in app, they will be displayed the checklist questions. These questions will be answered with a yes or no, and are mandatory so the sign in/out process cannot be completed until each question is answered. You can also configure a message to appear on the final page of both the sign-in and sign-out process, based on the worker's responses to the checklist questions.

Note: As an added functionality of the HT Sign-in app Checklists, a 'workflow' can be setup for individuals within your projects and/or company, to receive email notification whenever a yes answer is given, or whenever a no answer is given. To activate this functionality, speak to your HammerTech Representative.

This article will explain how to configure the HT Sign-in app checklists and response messages for sign in and sign out.

Requirements

Before following these instructions, make sure the following requirements have been met.

• Administration User - only System Admin Users are able to manage the HT Sign-in app checklists. If you are not an administration user, speak to the System Admin of your company to complete this task.
• Install the latest version of the HT Sign-in app on your device. For further guidance on how to do this, see Sign-in App > How To Update the HT Sign-in App

Instructions

Note: Checklists can be configured at a company level (the same checklists across all projects) or at a regional level (different checklists for 1 or all regions).

1. Log in to HammerTech
2. Go to Administration > Sign-in Configuration
3. Select from the following options:
   • Select Default to set up a company level checklist
   • Select one of the Regions to set up a specific checklist for that region (including any sub-regions)
4. Complete the checklist setup with:
   • Sign-in Checklist Text - this text will be displayed on sign-in above the checklist questions and can be instructions, a disclaimer, information etc. Note: this field has a limit of 1000 characters.
   • Sign-in Checklist (One item per line) - enter your sign-in questions within this box, adding one question per line. Note: no more than 10 questions will be displayed within the HT Sign-in app.
   • False Response - select either Any Yes or Any No - if you want a warning or message to appear on the Sign-in app after a worker selects a particular answer on any of the sign-in checklist questions.
   • False Response Message - enter the message you want to appear if a worker selects either Yes or No against any of checklist questions when signing in (based on the Any Yes or Any No selection above). By default the Sign-in App will display the False Response Message as 'Unable to complete this process - speak to your supervisor.' However you can add to, or remove this message depending on your requirements.

1. • Sign-out Checklist Text - this text will be displayed on sign-out above the checklist questions and can be instructions, a disclaimer, information etc. Note: this field has a limit of 1000 characters.
   • Sign-out Checklist (One item per line) - enter your sign-out questions within this box, adding one question per line. Note: no more than 10 questions will be displayed within the HT Sign-in app.
   • False Response - select either Any Yes or Any No - if you want a warning or message to appear after a worker selects a particular answer on any of the sign-out checklist questions.
   • False Response Message - enter the message you want to appear on the sign-in app when a worker selects either Yes or No against any of checklist questions when signing out (Yes or No as per selection above). By default the Sign-in App will display the False Response Message as Unable to complete this process - speak to your supervisor'. However you can add to, or remove this message depending on your requirements.

1. Once completed, select Save Changes. 
   
   This will now appear the next time an individual sign's in or out .

Note: As an added functionality of the HT Sign-in app Checklists, a 'workflow' can be setup for individuals within your projects and/or company, to receive email notification whenever a yes answer is given, or whenever a no answer is given. To activate this functionality, speak to your HammerTech Representative.